Spire Wealth Management’s TRI-Continental Corp TY Stock Holding History

Spire Wealth Management’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-939	Closed	-$28.8K	–	2569
2025 Q1	$28.8K	Hold	939	–	–	﹤0.01%	1493
2024 Q4	$29.8K	Hold	939	–	–	﹤0.01%	1475
2024 Q3	$31K	Hold	939	–	–	﹤0.01%	1294
2024 Q2	$29.1K	Hold	939	–	–	﹤0.01%	1298
2024 Q1	$28.9K	Hold	939	–	–	﹤0.01%	1398
2023 Q4	$26.9K	Hold	939	–	–	﹤0.01%	1428
2023 Q3	$25K	Hold	939	–	–	﹤0.01%	1418
2023 Q2	$25.7K	Sell	939 -1,650	-64%	-$43.8K	﹤0.01%	1483
2023 Q1	$68.7K	Buy	2,589 +939	+57%	+$25.1K	﹤0.01%	1071
2022 Q4	$42K	Hold	1,650	–	–	﹤0.01%	1046
2022 Q3	$42K	Sell	1,650 -939	-36%	-$26K	﹤0.01%	1013
2022 Q2	$68K	Sell	2,589 -200	-7%	-$5.74K	﹤0.01%	1176
2022 Q1	$86K	Sell	2,789 -1,494	-35%	-$46.3K	﹤0.01%	1217
2021 Q4	$142K	Buy	4,283 +805	+23%	+$27.7K	﹤0.01%	1253
2021 Q3	$116K	Hold	3,478	–	–	﹤0.01%	1139
2021 Q2	$119K	Sell	3,478 -1,388	-29%	-$47K	﹤0.01%	1134
2021 Q1	$157K	Buy	+4,866	New	+$150K	﹤0.01%	1175

Other funds holding TY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Spire Wealth Management's TY Position: Q2 2025 in Review

Spire Wealth Management sold out of TRI-Continental Corp (TY) in Q2 2025, closing a stake of 939 shares — an estimated $28.8K sold.

Spire Wealth Management first reported a position in TY in Q1 2021 and held it in 17 quarters. The position peaked at $157K in Q1 2021. 149 funds tracked by Wall St. Rank hold TY as of Q2 2025.

Spire Wealth Management reported no remaining TRI-Continental Corp position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 939 TRI-Continental Corp shares in Q2 2025, an estimated $28.8K.
Spire Wealth Management first reported a position in TRI-Continental Corp in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's TRI-Continental Corp position peaked at $157K in Q1 2021.
149 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.